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Halliburton
HAL

Overview Fund Activity

996 hedge funds and large institutions have $25.7B invested in Halliburton in 2014 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 377 increasing their positions, 378 reducing their positions, and 197 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
996
Holders Change
-58
Holders Change %
-5.5%
% of All Funds
26.58%
Holding in Top 10
16
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-64.44%
% of All Funds
0.43%
New
152
Increased
377
Reduced
378
Closed
197
Calls
$1.37B
Puts
$1.4B
Net Calls
-$32.4M
Net Calls Change
+$114M

Top Buyers

1
VH
ValueAct Holdings
California
+$822M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$326M
3
DSA
Davis Selected Advisers
Arizona
+$239M
4
Franklin Resources
Franklin Resources
California
+$223M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$175M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$481M
2
IC
Institutional Capital
Illinois
-$378M
3
AM
Appaloosa Management
Florida
-$324M
4
CCI
Columbus Circle Investors
-$252M
5
MCM
Marsico Capital Management
Colorado
-$230M
Name Holding Trade Value Shares
Change 		Shares
Change %
FM
601
Foster & Motley
Ohio
$926K +$926K +23,532 New
VAM
602
Visium Asset Management
New York
$916K -$3.34M -84,939 -78%
GCM
603
Glynn Capital Management
California
$916K – – –
RJT
604
Raymond James Trust
Florida
$895K -$179K -4,552 -17%
ICAS
605
Investors Capital Advisory Services
Massachusetts
$893K +$160K +4,073 +22%
AB
606
Amalgamated Bank
New York
$892K -$131K -3,337 -13%
ICOM
607
Investment Counselors of Maryland
Maryland
$881K -$96.4K -2,450 -10%
GIA
608
GHP Investment Advisors
Colorado
$870K +$155K +3,947 +22%
VFS
609
VSR Financial Services
Kansas
$866K -$15.7K -398 -2%
JIR
610
James Investment Research
Ohio
$864K -$122K -3,112 -12%
SSG
611
Summit Securities Group
New York
$842K -$449K -11,400 -35%
BMCMI
612
Bryn Mawr Capital Management Inc
Pennsylvania
$839K +$839K +21,341 New
EGA
613
E&G Advisors
Texas
$828K -$21.6K -550 -3%
SFU
614
Stonehage Fleming (UK)
United Kingdom
$826K – – –
KFC
615
Klingenstein Fields & Co
New York
$825K -$12.9M -327,422 -94%
DADC
616
D.A. Davidson & Co
Montana
$816K +$199K +5,086 +32%
CCM
617
Cullen Capital Management
New York
$812K – – –
WTB
618
Washington Trust Bank
Washington
$810K -$239K -6,073 -23%
CIBC Private Wealth Group
619
CIBC Private Wealth Group
Georgia
$809K -$20.5K -522 -2%
BHB
620
Bank Hapoalim BM
Israel
$807K -$254K -6,444 -24%
TCA
621
Tortoise Capital Advisors
Kansas
$806K -$574K -14,611 -42%
Daiwa Securities Group
622
Daiwa Securities Group
Japan
$802K -$13.5M -343,160 -94%
MCM
623
McGlinn Capital Management
Pennsylvania
$802K +$802K +20,400 New
POA
624
Pergamon Offshore Advisors
New York
$800K +$800K +20,341 New
SFWA
625
Summit Financial Wealth Advisors
Louisiana
$800K +$800K +20,350 New
23 24
25
26 27